Clinic Branches & Staff Permissions
Manage branch details in one shared clinic workspace. Review clinic-wide records, filter by location, and set staff permissions for their responsibilities.
Key Capabilities
- Clinic-wide records with branch labels: Patient records show their registration branch, and appointments show where they take place. Clinic-wide lists can be filtered by location.
- Permissions for daily duties: Assign the appointment, clinical, financial, and inventory permissions needed by each staff member.
- Activity records: Authorized administrators can review audit entries for the actions the system records, including who acted and when.
- Reports for the selected clinic: Review clinic-wide appointment and financial reports or filter supported reports to a branch, subject to your permissions.
How does this work in the clinic?
1. Add branch details
An authorized clinic administrator adds the branch name and contact details when multi-branch access is enabled.
2. Set team schedules and permissions
Assign doctors and staff to the branches and shifts they work, and set permissions for reception, clinical, cashier, or inventory duties.
3. Work across your clinic
See patients and appointments across the clinic, then filter by branch when you need a location-specific view.
Frequently Asked Questions
Are receptionist and nurse separate account roles?
Reception, nursing, cashier, and inventory duties use the Staff role with suitable permissions. Doctor and Clinic Admin are separate roles; System Admin manages the platform.
How do I review reports for another branch?
Open a report for the clinic and select its branch filter. Reports without a branch filter show the clinic-wide totals.